The Memo: Coming into Focus
The Case for Private Debt in Real Estate Investing
In today’s world of low yields, high asset prices and high uncertainty, private real estate markets may provide relative value compared with other areas of the credit market. Our latest Insights publication discusses this in more detail.
Getting Through the Matrix: Staying Disciplined in an Evolving High Yield Bond Market
Read our latest Insights publication to see what Oaktree’s high yield bond investing teams think about the current market environment and how we are positioning our portfolios for the near term.
Performing Credit Quarterly 3Q2020
The third-quarter edition of Oaktree’s Performing Credit Quarterly series brings together market insights from six of our credit strategies all in one place. Get our latest take on the credit market and the opportunities and risks we see as we move toward the end of 2020.
Commemorating 25 Years of Mastering the Market Cycle
We’re pleased to mark Oaktree’s 25-year anniversary with this timeline of key milestones of our firm alongside major events of the global economy.
Risks and Opportunities in EM amid a Global Slowdown
How are today’s volatile market environment and a global economic slowdown affecting the emerging markets? What are the risks and opportunities for EM-focused investors? Read Oaktree’s latest Special Edition for perspectives on those questions and more.
It’s Not Supposed to be Easy: How Oaktree Strives to Add Value in Uncertain Times
This Special Edition Insights focuses on the myriad ways Oaktree investment professionals seek to add value to investments in today’s uncertain environment.
Investing in Structured Credit
Investing in Mezzanine Debt
Investing in Real Estate
Oaktree’s Structured Credit strategy is grounded in rigorous credit analysis and a strict focus on downside protection. Watch Portfolio Managers Justin Guichard and Brendan Beer describe the cornerstones of our structured credit investing.
In this video, Portfolio Manager Justin Guichard describes the cornerstones of Oaktree’s Real Estate Debt strategy, including the primacy of downside protection and a focus on proactive asset management.
In this video, Frank Carroll and Tim Jensen of our Emerging Markets Equities strategy, describe our view of the EM universe, the guiding principles behind risk management and the meaning of value investing in emerging markets.
In this installment of our Conversations with Portfolio Managers series, Co-Chairman Howard Marks and Head of Performing Credit Armen Panossian discuss the importance of specialization that leads to deep asset-specific expertise, a fundamental tenet of Oaktree’s investment philosophy.
Co-Chairman Howard Marks is joined by Julio Herrera (Emerging Markets Debt), Pedro Urquidi (Distressed Debt), and Frank Carroll (Emerging Markets Equities) for a roundtable discussion on the emerging markets. Watch the video for their perspectives on the overall EM environment and their approach to disciplined investing during these volatile times.
Co-Chairman Howard Marks is joined by Armen Panossian (Strategic Credit), Madelaine Jones (European High Yield Bonds, European Senior Loans) and Justin Guichard (Real Estate Debt, Structured Credit) to discuss today's credit markets, technical conditions, relative value considerations, and potential areas of opportunity.
Our Communities Matter
In 2015, Oaktree commemorated its 20th anniversary by launching a special initiative, Our Communities Matter (OCM), to formalize the Company’s long-standing tradition of supporting our communities. Through this program, Oaktree and its employees are able to dedicate their time and resources to numerous meaningful and much-needed community initiatives across the globe.
The Memo by Howard Marks
On October 12, 1990, Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.